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Focused Wealth Management, Inc: BIL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focused Wealth Management, Inc on BIL, newest first. How the timeline and the estimate are built.

Focused Wealth Management, Inc held 13,136 BIL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,136 shares
    Change vs previous 13F -710 shares

    0.11% of the 13F portfolio, value $1,203,771.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,846 shares
    Change vs previous 13F -132,960 shares

    0.13% of the 13F portfolio, value $1,268,864.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 146,806 shares
    Change vs previous 13F -1,380 shares

    1.42% of the 13F portfolio, value $13,415,110.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 148,186 shares
    Change vs previous 13F +65,588 shares

    1.47% of the 13F portfolio, value $13,596,069.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 82,598 shares
    Change vs previous 13F -95,156 shares

    0.92% of the 13F portfolio, value $7,576,750.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 177,754 shares
    Change vs previous 13F +12,800 shares

    2.22% of the 13F portfolio, value $16,305,392.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 164,954 shares
    Change vs previous 13F +9,023 shares

    2.04% of the 13F portfolio, value $15,081,732.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 155,931 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $14,315,987.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).